| Entity Name: | THE WEALTH PLANNING GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 19 Apr 2011 (14 years ago) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 06 Jun 2016 (9 years ago) |
| Document Number: | L11000046404 |
| FEI/EIN Number | 45-1766735 |
| Address: | 12800 UNIVERSITY DR, STE 285, FORT MYERS, FL 33907 |
| Mail Address: | 12800 UNIVERSITY DR, STE 285, FORT MYERS, FL 33907 |
| ZIP code: | 33907 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE WEALTH PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 451766735 | 2024-05-02 | THE WEALTH PLANNING GROUP, LLC | 4 | |||||||||||||
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| THE WEALTH PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | 2022 | 451766735 | 2023-05-26 | THE WEALTH PLANNING GROUP, LLC | 4 | |||||||||||||
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| THE WEALTH PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | 2021 | 451766735 | 2022-08-29 | THE WEALTH PLANNING GROUP, LLC | 4 | |||||||||||||
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| THE WEALTH PLANNING GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | 2020 | 451766735 | 2021-07-07 | THE WEALTH PLANNING GROUP, LLC | 4 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| REISMAN, MARC | Agent | 12800 UNIVERSITY DR, STE 285, FORT MYERS, FL 33907 |
| Name | Role | Address |
|---|---|---|
| REISMAN, MARC | Managing Member | 12800 UNIVERSITY DR, STE 285 FORT MYERS, FL 33907 |
| Name | Role | Address |
|---|---|---|
| Satkoski, David | Authorized Member | 12800 UNIVERSITY DR, STE 285 FORT MYERS, FL 33907 |
| Wilson, Corey | Authorized Member | 12800 UNIVERSITY DR, STE 285 FORT MYERS, FL 33907 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2020-03-21 | 12800 UNIVERSITY DR, STE 285, FORT MYERS, FL 33907 | No data |
| LC NAME CHANGE | 2016-06-06 | THE WEALTH PLANNING GROUP, LLC | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2013-03-22 | 12800 UNIVERSITY DR, STE 285, FORT MYERS, FL 33907 | No data |
| CHANGE OF MAILING ADDRESS | 2013-03-22 | 12800 UNIVERSITY DR, STE 285, FORT MYERS, FL 33907 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-09 |
| ANNUAL REPORT | 2024-02-08 |
| ANNUAL REPORT | 2023-04-07 |
| ANNUAL REPORT | 2022-03-04 |
| ANNUAL REPORT | 2021-03-04 |
| ANNUAL REPORT | 2020-03-21 |
| ANNUAL REPORT | 2019-04-05 |
| ANNUAL REPORT | 2018-02-26 |
| ANNUAL REPORT | 2017-02-15 |
| LC Name Change | 2016-06-06 |
Date of last update: 23 Feb 2025
Sources: Florida Department of State
